Natl Assoc of Letter Carriers #825 (EIN 237219773) - Form 990 Financial Analysis & Trantor Score

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Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

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Financial Trends

Organization Details

Formation Year

1972

Legal Domicile

Principal Officer

Ken Rus

Phone

6305714167

Tax Period

2023-01-01 to 2023-12-31

Natl Assoc of Letter Carriers #825, founded in 1972, is a small nonprofit that reported $911K in total revenue in fiscal year 2023. Revenue grew 10% year-over-year, indicating healthy expansion. Expenses of $873K left a modest 4% surplus.

Mission

Local Labor Union

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Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

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Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

Financial Overview (2023)

Revenue Breakdown

Contributions & Grants $868,219

Program Service Revenue $0

Investment Income $105

Other Revenue $42,757

TOTAL REVENUE $911,081

Expense Breakdown

Grants Paid $5,462

Salaries & Benefits $574,090

Fundraising Expenses $0

Other Expenses $293,084

TOTAL EXPENSES $872,636

Year-over-Year Comparison

	2023	2022	Change
Revenue	$911,081	$826,533	+0.1%
Expenses	$872,636	$975,171	-0.1%
Net Income	$38,445	$-148,638	-1.3%

Key Indicators

✗ Grants to Organizations ✓ Grants to Individuals ✗ Lobbying ✗ Political Activity ✗ Foreign Activities ✗ Donor Advised Fund ✗ Schedule B Required

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Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

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Altman Z-Score • Liquidity Ratios • Solvency Analysis • Growth Indicators • Efficiency Metrics

Governance

Voting Members

Independent Members

N/A

Employees

112

Volunteers

N/A

Governance Policies

✗ Conflict of Interest Policy

✗ Whistleblower Policy

✗ Document Retention Policy

Special Practices & Reported Activities

✗ Operated a School

✗ Operated a Hospital

✗ Provided First Class Travel

✗ Reported Conflict of Interest

✗ Reported Asset Diversion

✗ Excess Benefit Transaction

✗ Made Political Expenditures

✗ Engaged in Lobbying

✗ Operated Donor Advised Fund

✗ Maintained Art Collections

✗ Filed Form 720

Compensation of Officers, Directors & Key Employees

Total Officers

$449,718

Total Directors

$4,705

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
Scott Jacaway	President	40.00	Officer	$87,608	$0	$87,608
Melissa Rakestraw	Executive Vice Pres	40.00	Officer	$99,191	$0	$99,191
Melissa Aschom	Vice President	40.00	Officer	$89,027	$0	$89,027
Mark Dowdle	Secretary	40.00	Officer	$34,257	$0	$34,257
Ken Rus	Treasurer	16.00	Officer	$21,006	$0	$21,006
Frank Sladek	Vice President	40.00	Officer	$97,306	$0	$97,306
Mike Kern	OWCP/HRB	16.00	Officer	$21,323	$0	$21,323
William Hahn	Trustee	6.00	Director	$4,705	$0	$4,705

Note: Compensation data is self-reported by the organization on their Form 990. "Reportable Comp" includes salary, bonuses, and other reportable compensation from the organization and related organizations. "Other Comp" includes benefits, deferred compensation, and non-taxable benefits.

Historical Data

Year	Revenue	Expenses	Assets	Net Income
2024	No data	No data	No data	No data
2023	$911,081	$872,636	$686,383	$38,445
2022	$826,533	$975,171	$647,930	$-148,638
2021	$796,351	$873,095	$809,501	$-76,744
2020	$886,733	$902,305	$864,562	$-15,572
2019	$935,962	$984,178	$883,183	$-48,216
2018	$934,420	$907,848	$814,222	$26,572

Natl Assoc of Letter Carriers #825